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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,892 | $43,496-24.4% | $161,489-79.6% | $64,340-48.9% |
| Participation rate | 16.7% | 53.5%-36.9pp | 78.7%-62.0pp | 55.2%-38.6pp |
| Annual return | 15.92% | 20.76%-4.8pp | 89.72%-73.8pp | 24.14%-8.2pp |
| Employer contribution / active EE | $269 | $1,431-81.2% | $4,268-93.7% | $1,862-85.5% |
| Participant deferral / active EE | $1,224 | $1,996-38.7% | $5,630-78.3% | $2,980-58.9% |
| Admin fee / account holder | $683 | $2,330-70.7% | $16,006-95.7% | $3,703-81.6% |